Filed: 8/13/2026ACC: 0001654111-26-000004
📋 What this filing means
PELHAM CAPITAL LTD. filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $175.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$175.59M
Total AUM (reported)
1.05M
Total Shares
Allocation by class
COM$81.34M46.3%
SPONSORED ADS$25.79M14.7%
SHS$17.83M10.2%
COM STK$12.59M7.2%
CL A$11.23M6.4%
COM NEW$10.96M6.2%
ORD SHS$9.96M5.7%
Portfolio Concentration
Top 3$70.05M39.9%
4–10$93.95M53.5%
11–25$11.58M6.6%
Top 3 weight
39.9%
Top 10 weight
93.4%
Voting Authority Distribution
Total shares with voting rights: 1.05M
Sole
Full voting authority
1.05M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
HILTON WORLDWIDE HLDGS INC
SOLEShares80K
TypeSH
Market value$26.44M
15.06%
Sole
80K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares54K
TypeSH
Market value$25.79M
14.69%
Sole
54K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares34.36K
TypeSH
Market value$17.83M
10.15%
Sole
34.36K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares71.73K
TypeSH
Market value$17.10M
9.74%
Sole
71.73K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares85.36K
TypeSH
Market value$17.08M
9.73%
Sole
85.36K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares163.38K
TypeSH
Market value$15.05M
8.57%
Sole
163.38K
Shared
0.00
None
0.00
API GROUP CORP
SOLEShares297.22K
TypeSH
Market value$12.59M
7.17%
Sole
297.22K
Shared
0.00
None
0.00
AMPHENOL CORP
SOLEShares63.66K
TypeSH
Market value$11.23M
6.39%
Sole
63.66K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares29.32K
TypeSH
Market value$10.96M
6.24%
Sole
29.32K
Shared
0.00
None
0.00
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares10.32K
TypeSH
Market value$9.96M
5.67%
Sole
10.32K
Shared
0.00
None
0.00
MEDLINE INC
SOLEShares149.60K
TypeSH
Market value$5.90M
3.36%
Sole
149.60K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares9.86K
TypeSH
Market value$5.68M
3.24%
Sole
9.86K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HILTON WORLDWIDE HLDGS INCSOLE | COM | 80K | SH | $26.44M 15.06% | 80K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 54K | SH | $25.79M 14.69% | 54K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 34.36K | SH | $17.83M 10.15% | 34.36K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 71.73K | SH | $17.10M 9.74% | 71.73K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 85.36K | SH | $17.08M 9.73% | 85.36K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 163.38K | SH | $15.05M 8.57% | 163.38K | 0.00 | 0.00 |
API GROUP CORPSOLE | COM STK | 297.22K | SH | $12.59M 7.17% | 297.22K | 0.00 | 0.00 |
AMPHENOL CORPSOLE | CL A | 63.66K | SH | $11.23M 6.39% | 63.66K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 29.32K | SH | $10.96M 6.24% | 29.32K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 10.32K | SH | $9.96M 5.67% | 10.32K | 0.00 | 0.00 |
MEDLINE INCSOLE | COM CL A | 149.60K | SH | $5.90M 3.36% | 149.60K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 9.86K | SH | $5.68M 3.24% | 9.86K | 0.00 | 0.00 |